Vanilla

📍 Salt Lake City, United States🗓 Founded 2019👥 134 employees💰 Last funded Apr 2022
Founded in 2019, Vanilla’s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today’s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning. Vanilla was created to squeeze the inefficiency out of document preparation, increase an advisor’s and a client’s understanding of their estate, and to demystify the challenges of dealing with estates post-death.
3
Total investors
2
Early stage
1
Mid stage
0
Late stage
2019
Founded
Investor geography1 country
United States
3
Investor activity2019–2022 · investors recorded per year
201912021120221
Recent (last 2y)Earlier
Frequently asked questions
Who invested in Vanilla?
Vanilla has 3 investors on record on gritt.io, including 2 early-stage backers, 1 mid-stage.
When did Vanilla last raise funding?
The most recent investment in Vanilla recorded on gritt.io was in April 2022.
When was Vanilla founded?
Vanilla was founded in 2019.
What industry is Vanilla in?
Vanilla operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is Vanilla based?
Vanilla is headquartered in Salt Lake City, United States.